D.L. Carlson Investment Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Sell |
44,108
-111
| -0.3% | -$8.89K | 0.64% | 46 |
|
|
2025
Q1 | $3.17M | Sell |
44,219
-836
| -2% | -$60K | 0.61% | 50 |
|
|
2024
Q4 | $3.16M | Sell |
45,055
-420
| -0.9% | -$29.5K | 0.56% | 52 |
|
|
2024
Q3 | $2.57M | Sell |
45,475
-6,000
| -12% | -$339K | 0.47% | 65 |
|
|
2024
Q2 | $3.06M | Sell |
51,475
-104
| -0.2% | -$6.18K | 0.59% | 56 |
|
|
2024
Q1 | $2.99M | Buy |
51,579
+1,715
| +3% | +$99.4K | 0.58% | 60 |
|
|
2023
Q4 | $2.59M | Buy |
+49,864
| New | +$2.59M | 0.53% | 59 |
|
|
2020
Q4 | – | Sell |
-123,295
| Closed | -$2.9M | – | 154 |
|
|
2020
Q3 | $2.9M | Buy |
+123,295
| New | +$2.9M | 0.61% | 61 |
|
|
2020
Q2 | – | Sell |
-110,909
| Closed | -$3.18M | – | 152 |
|
|
2020
Q1 | $3.18M | Buy |
110,909
+40,468
| +57% | +$1.16M | 1.2% | 25 |
|
|
2019
Q4 | $3.79M | Buy |
70,441
+26,916
| +62% | +$1.45M | 1.1% | 34 |
|
|
2019
Q3 | $2.2M | Buy |
+43,525
| New | +$2.2M | 0.69% | 55 |
|